See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,811 | $59,805+56.9% | $79,550+17.9% | $68,494+37.0% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.5%-27.2pp | 67.9%-25.6pp |
| Annual return | -11.26% | -12.30%+1.0pp | 0.16%-11.4pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,152 | $1,505-23.4% | $2,413-52.3% | $2,596-55.6% |
| Participant deferral / active EE | $3,427 | $3,024+13.3% | $3,985-14.0% | $4,027-14.9% |
| Admin fee / account holder | $21,813 | $4,835+351.2% | $6,832+219.3% | $5,403+303.7% |